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- ...experience would be advantageous. ~ Regulatory Examination (RE5) qualification would be advantageous. ~ Certified Financial Planner (CFP®) designation would be advantageous. ~ Experience working with various LISPs (Linked Investment Service Providers) would be...
- ..., accounting, or a related field. Postgraduate qualifications or industry certifications (such as a Diploma in Financial Planning or CFP® designation) are highly regarded. Technical Expertise: Proficiency in Microsoft Office Suite, financial planning software, and CRM...
- ...Economics, Accounting, Business Administration, or a related field. Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or local equivalents. Minimum of 5 years of experience in financial planning, wealth management...
- ...~3–7+ years’ experience in risk insurance or financial services. ~ Grade 12 (Matric). ~ Relevant financial qualification (e.g., CFP or NQF-aligned qualification). ~ FAIS compliant for providing risk advice. ~ Product accreditation with major life insurers (or willingness...
- ...essential. Professional Designation: A Postgraduate Diploma in Financial Planning and registration as a Certified Financial Planner (CFP) is essential. Experience: More than 3 years of dedicated Estate Planning experience . Technical Skills: Advanced...
- ...step into a more clientfacing, strategic role. Your: ~ Formal Education: ~3 Year Degree ~ Post Grad in Financial Planning (CFP Designation Advantageous) ~ RE Qualification(advantageous) ~ Experience: ~± 5 years’ experience in the financial services industry...
- ...requirements. Requirements: Education: A relevant 3-year degree is essential. A Postgraduate Diploma in Financial Planning ( CFP designation ) or an RE qualification is highly advantageous. Experience: Approximately 5 years of experience within the financial...
- ...and Skills Required: Education: Bachelor’s degree in Finance, Investments, or a related field Honours degree advantageous CFP completed or in progress will be advantageous Experience: Minimum of 2 years’ experience within the investment or wealth...
- ...specifically focused on investments /wealth management; is seeking to employ am experienced Wealth Manager to their team based in Pretoria. CFP (Certified Financial Planner) and Regulatory Examination (RE5) (Completed) secures. Awesome career opportunity awaits....
- ...and managing complexity Strong stakeholder management You will be an ideal candidate if you LLB degree essential CFP advantageous Minimum of 5 - 8 years' experience administering complex deceased estates/high net worth clients within a Fiduciary environment...
- ...Qualification Degree in Commerce/Finance/ Business Science etc Post Graduate Diploma in Financial Planning Certified Financial Planner (CFP) or studying towards CFP advantageous Regulatory FAIS Exams - RE5 (essential) Essential Certifications ~ FAIS representative...
- ...interpersonal skills Attention to detail Problem solving Analytical skills Organising and planning Ability to operate independently Resilience Recommendation: Progress with CFP and/or Postgraduate Diploma in Financial Planning Closing Date: 2026-04-30
- ...with a trust-led advisory style Ability to operate in a fast-paced, unstructured, high-performance environment Nice to Have CFP, CFA, CAIA, CA(SA), or actively working toward a relevant designation Experience with HNW/UHNW clients Exposure to alternative...
- ...and pipeline reports Qualifications & Experience: Bachelors degree in Finance, Economics, Business, or related field (CFA or CFP designation advantageous) Minimum 5 years experience in investment distribution, preferably within asset management Proven track...
- ...Equivalent (Essential) RE5 (Essential) 120 FAIS Credits (NQF5) in Wealth management (Essential) Class of Business (COB) (Essential) 120 FAIS (NQF6) in Wealth management/ CFP/ equivalent (Advantageous) A relevant Finance related degree / diploma (Advantageous)
- ...advice You will be an ideal candidate if you: Relevant Degree in Financial Planning (Industry Related Degree. Preferably a CFP Designation (Certified Financial Planner). RE 5 Must not be under supervision for the following subcategories: Long-Term...
- ...Degree in Commerce/Finance/ Business Science etc Post Graduate Diploma in Financial Planning Certified Financial Planner (CFP) or studying towards CFP Regulatory FAIS Exams - RE5 (essential) Essential Certifications FAIS representative and preferably...
- ...candidate if you have: A relevant degree in commerce or a related field. National certificate in Certified Financial Planning (CFP). Client centric with an entrepreneurial flair. Have a proven sales and management track record. The ability to build enduring...
- ...Degree in Finance, Economics or Accounting. Completed RE5 qualification. Preferred Qualification - Certified Financial Planner (CFP) Experience - 3 to 5 years' experience in a Banking, Investment, Financial Planning, Wealth Management, and client facing environment...
- ...organisation for future challenges). Minimum requirements: 7+ years' Financial services experience B.Com LLB degree Admitted attorney and Certified Financial Planner (CFP) is advantageous Excellent Microsoft Office knowledge Closing date: 30-Apr-2026
- ...professional development, attending conferences, and reading specialist media. Qualifications and Experience required: LLB or CFP or BCom/equivalent degree required. Experience in financial services is preferred Minimum 5 years in a legal and/or line 1...
- ...Advanced Diplomas/National 1st Degrees Preferred Qualification ~ Relevant Bachelor Degree or Diploma. Preferred Certifications CFP Holds a financial post graduate degree CFA, CA, MBA desirable FAIS Affected FAIS Affected - Yes Minimum Experience Level...
- ...Administration Draft reconciliations and terminations statements Qualifications: 2+ trust administration experience, min a fin /law related degree, studying toward CFP, LLB or similar, self-starter, understanding of TPCA, ITA, etc End Date: April 8, 2026
- ...manage deadlines Good analytical and problem-solving ability High attention to detail Resilient and eager to learn and grow Development Path (Recommended) Growth toward CFP and/or a Postgraduate Diploma in Financial Planning. Closing Date: 2026-04-30
- ...commerce is required with majors in Finance, Investments, Law or other related fields. A completed Certified Financial Planner (CFP) qualification advantageous, if not yet completed, this will be required upon appointment. Most Important Attribute ~...
- ...professional or specialist environment. Strong experience in managing complex learning initiatives or portfolios. Advantageous: CFP or financial servicesâÃÂÃÂrelated qualification. Experience within financial services, banking, insurance or regulated...
- ...level 7 RE 5 Mandated and non-supervised for relevant subcategories as per pertaining to underwritten life cover and investments. CFP will be advantages Experience in managing a sales team Experience in advice/compliance monitoring will be advantageous...
- ...industry and managing complexity Strong stakeholder management You will be an ideal candidate if you LLB degree essential CFP advantageous Minimum of 5 - 8 years' experience administering complex deceased estates/high net worth clients within a Fiduciary...
- ...interpersonal and leadership skills Self-motivated, resilient, and action-oriented High integrity and confidentiality Ability to manage stress and shifting priorities Education Relevant business degree Certified Financial Planner (CFP) qualification advantageous
- ...and Experience Relevant financial/investment tertiary qualification. A BCom investment management or economics qualification and CFP will be beneficial. 5 plus years' experience in an investment industry distribution environment. Extensive experience supporting...